UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$13.1B
Holdings
1,307
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (1,307 positions)
| Stock | Value |
|---|---|
WOOFoot Locker Inc | $5.5M |
SPGMSPDR MSCI ACWI IMI ETF | $5.5M |
IXUSiShares Core MSCI Total Intl Stk ETF | $5.4M |
WYWeyerhaeuser Co | $5.4M |
SCHDSchwab US Dividend Equity ETF | $5.4M |
HBC2HSBC Holdings PLC ADR | $5.3M |
—Buckeye Partners LP | $5.3M |
NEENextEra Energy Inc | $5.3M |
TYLTyler Technologies Inc | $5.2M |
BNDVanguard Total Bond Market ETF | $5.2M |
MDYSPDR S&P MidCap 400 ETF | $5.1M |
BERYEURBerry Global Group Inc | $5.1M |
NFLXNetflix Inc | $5.1M |
LLYEli Lilly and Co | $5.0M |
BPBP PLC ADR | $5.0M |
SCCOSouthern Copper Corp | $5.0M |
MPTMedical Properties Trust Inc | $5.0M |
WDIVSPDR S&P Global Dividend ETF | $4.9M |
NTNXNutanix Inc | $4.9M |
ABAllianceBernstein Holding LP | $4.9M |
BENFranklin Resources Inc | $4.8M |
SABRSabre Corp | $4.8M |
MCKMcKesson Corp | $4.8M |
AKAMAkamai Technologies Inc | $4.7M |
WMWaste Management Inc | $4.7M |
FLOTiShares Floating Rate Bond ETF | $4.6M |
BANXStoneCastle Financial Corp | $4.6M |
DUKDuke Energy Corp | $4.5M |
LHLaboratory Corp of America Holdings | $4.5M |
IWRiShares Russell Mid-Cap | $4.5M |
TMToyota Motor Corporation Ads | $4.4M |
AESThe AES Corp | $4.4M |
MCOMoody's Corporation | $4.4M |
RELXRelx Plc American Depositary Shares | $4.4M |
MCHPMicrochip Technology Inc | $4.3M |
NPFINuveen Pref & Income Securities Fund | $4.3M |
BCEBce Inc Com New | $4.3M |
CSXCSX Corp | $4.2M |
FDXFedEx Corp | $4.2M |
ITOTiShares Core S&P Total US Stock Mkt ETF | $4.2M |
JPCNuveen Pref & Income Opps Fund | $4.2M |
BBTUSDBB&T Corp | $4.1M |
BWXSPDR Blmbg Barclays Intl Trs Bd ETF | $4.1M |
TJXTJX Companies Inc | $4.1M |
EQIXEquinix Inc | $4.1M |
—Guggenheim MSCI Global Timber ETF | $4.1M |
DOLWisdomTree International LargeCp Div ETF | $4.1M |
ALSAllstate Corp | $4.0M |
IYGiShares US Financial Services ETF | $4.0M |
FNDFSchwab Fundamental Intl Lg Co ETF | $4.0M |
IYEiShares U.S. Energy ETF | $4.0M |
CMCSAComcast Corp Class A | $4.0M |
—Government Properties Income Trust | $3.9M |
—InterXion Holding NV | $3.9M |
GDGeneral Dynamics Corp | $3.9M |
MLCOMelco Resorts & Entertainment | $3.9M |
PAYXPaychex Inc | $3.9M |
VYMVanguard High Dividend Yield ETF | $3.8M |
WNSNWNS (Holdings) Ltd | $3.8M |
BIDUNBaidu Inc | $3.7M |
SPGSimon Property Group Inc | $3.7M |
SYKStryker Corp | $3.7M |
VNOVornado Realty Trust | $3.7M |
TRMBTrimble Inc | $3.7M |
ESSEssex Property Trust Inc | $3.6M |
VTEBVanguard Tax-Exempt Bond ETF | $3.6M |
IDXXIDEXX Laboratories Inc | $3.6M |
—Guggenheim BulletShrs 2019 Corp Bd ETF | $3.5M |
ETEnergy Transfer Equity LP | $3.5M |
AMATApplied Materials Inc | $3.5M |
SCHRSchwab Intermediate-Term US Trs ETF | $3.5M |
HALHalliburton Co | $3.4M |
INTUIntuit Inc | $3.4M |
EWEdwards Lifesciences Corp | $3.3M |
ATVIEURActivision Blizzard Inc | $3.3M |
NOWServiceNow Inc | $3.3M |
AERAerCap Holdings NV | $3.3M |
EQC 6.5 PERP DEquity Comwlth Cum Pfd S D 6.5 | $3.3M |
LOGILogitech International SA | $3.3M |
IRMIron Mountain Inc | $3.3M |
AEOAmerican Eagle Outfitters Inc | $3.3M |
PLDPrologis Inc | $3.3M |
STLAFiat Chrysler Automobiles NV | $3.3M |
SAJACompanhia De Saneamento Basico Do Estado De Sao Paulo | $3.3M |
DYHTarget Corp | $3.2M |
GRFSGrifols SA | $3.2M |
TWXCHFTime Warner Inc | $3.2M |
REGRegency Centers Corp | $3.2M |
SCHWCharles Schwab Corp | $3.1M |
ADPAutomatic Data Processing Inc | $3.1M |
NTESNetEase Inc | $3.1M |
—DCT Industrial Trust Inc | $3.1M |
TFISPDR Nuveen Blmbg Barclays Muni Bd ETF | $3.1M |
FVDFirst Trust Value Line Dividend ETF | $3.1M |
DLNWisdomTree US LargeCap Dividend ETF | $3.1M |
NSCNorfolk Southern Corp | $3.1M |
MTDRMatador Resources Co | $3.0M |
BSVVanguard Short-Term Bond ETF | $3.0M |
EGBNEagle Bancorp Inc | $3.0M |
SDRLSeadrill Ltd | $3.0M |